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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,620 | $95,915+33.1% | $79,580+60.4% | $134,532-5.1% |
| Participation rate | 14.3% | 75.0%-60.8pp | 69.5%-55.2pp | 81.2%-66.9pp |
| Annual return | -6.81% | -2.71%-4.1pp | 0.15%-7.0pp | 418.27%-425.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,274 | $9,132+231.5% | $6,835+342.9% | $11,429+164.9% |